SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4K ﹤0.01%
+57
1877
$4K ﹤0.01%
+113
1878
$4K ﹤0.01%
+32
1879
$4K ﹤0.01%
+4
1880
– –
0
1881
$4K ﹤0.01%
+423
1882
$4K ﹤0.01%
+152
1883
$4K ﹤0.01%
+16
1884
$4K ﹤0.01%
+103
1885
$4K ﹤0.01%
+114
1886
$4K ﹤0.01%
+191
1887
$4K ﹤0.01%
+59
1888
$4K ﹤0.01%
+178
1889
$4K ﹤0.01%
+138
1890
$4K ﹤0.01%
+188
1891
$4K ﹤0.01%
+110
1892
$3K ﹤0.01%
+137
1893
$3K ﹤0.01%
+335
1894
$3K ﹤0.01%
+714
1895
$3K ﹤0.01%
+135
1896
$3K ﹤0.01%
+149
1897
$3K ﹤0.01%
+141
1898
$3K ﹤0.01%
+19
1899
$3K ﹤0.01%
+530
1900
$3K ﹤0.01%
+40
74 75
76
77 78